Goodsell & Company Financial Services

Charles Schwab

Charles Schwab was founded on the idea that there must be a better way to manage wealth. Our core beliefs have enabled us to be an industry leader in providing personalized financial advice and retirement planning, world-class investment research, and a range of brokerage products and services tailored to the needs of our clients. We offer a variety of wealth management services, such as asset allocation strategies, portfolio analysis, tax-advantaged investing, and more. Our team of professionals is committed to helping individuals and families achieve their financial goals through comprehensive advice and guidance. We also provide complimentary workshops to help our clients understand investing basics and complex trading strategies.

Edward Jones - Financial Advisor: Kevin M McCarthy

In these challenging times, we want you to know that you are not alone and we are here to listen, support and walk together with you through this journey. We understand how important your physical health is, and also your financial health. So please don't hesitate to reach out and see how we can help. Edward Jones - Financial Advisor: Kevin M McCarthy is a financial firm committed to helping you attain your goals by having face-to-face conversations. We specialize in retirement planning, education savings and tax-smart investment strategies. Our dedicated team of professionals can help set you up for financial success.

Seaborn Financial

Seaborn Financial is a fiduciary financial planning and investment management company based in Austin, TX, offering virtual meetings for clients from any location. Our mission is to provide quality service to tech professionals, helping them with retirement planning, tax-advantaged investments, employee benefits, stock options/purchase plans, and other financial needs. Our team of experienced advisors has the necessary skills and knowledge to assist our clients in making sound decisions regarding their financial future. We strive to provide our clients with timely advice and personalized solutions tailored to their individual goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Edward Jones - Financial Advisor: Suzan Shayler

In these hard times, we want you to know that we are here for you. We are ready to listen, support and guide you through this journey. We recognize the importance of both physical health and financial health, and we are here to help. Edward Jones - Financial Advisor: Suzan Shayler is an investment firm that understands the importance of personalized attention when it comes to financial goals. We provide advice and solutions for retirement planning, saving for education, and utilizing tax-smart investing strategies. Our team is dedicated to helping you reach your financial goals.

IREXA - Financial Services / Wealth Strategies

At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings. Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.

Edward Jones - Financial Advisor: Kennith Meeks

In these trying times, we understand that your health and financial security are of paramount importance. We are here to support you and provide guidance as you navigate this difficult period. Edward Jones - Financial Advisor: Kennith Meeks is an investment firm dedicated to helping you reach your financial goals. Through a face-to-face consultation, we can assist you with retirement planning, college savings and tax-smart investing strategies. Our team of experts is ready to provide advice and assistance.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Edward Jones - Financial Advisor: Mark A Leuellen

We understand that times are tough right now, so at Edward Jones - Financial Advisor: Mark A Leuellen, we are here to provide you with a listening ear and support you through this. We are devoted to both your physical and financial health. Our team is ready to help you find the best possible solutions. Edward Jones puts your financial goals first and believes that face-to-face conversations are essential. We specialize in retirement planning, college savings, and tax-smart investing strategies. Our knowledgeable advisors can provide you with guidance and resources to help you make the most of your investments.

Kimery Wealth Management

Kimery Wealth Management is a private investment advisory practice dedicated to helping individuals, families and nonprofits preserve and grow their wealth. We employ sophisticated strategies that are tailored to meet the unique needs and goals of our clients. Our experienced team provides sound advice and expertise to ensure that your financial future is secure. Our services include family wealth advising, institutional consulting and asset management. We monitor markets carefully and use advanced portfolio design techniques, as well as tax-advantaged investing, to provide the most suitable financial solutions for our clients. We also offer ancillary services such as trust and estate planning, retirement planning and philanthropic consulting.